As well as honest advice, strong client relationships and a close knit culture, we believe that out ethics help characterise Amicus Wealth as a company. Here are some examples of what we have achieved as individuals and as a company.
Chris ran for Spinal Research which is a charity close to his family as his cousin was paralysed after suffering a serious rugby injury. Chris managed to raise £3,251. Spinal Research deals with injuries like this as well as medical research to improve the quality of life for affected families in the future. It is the number one charity in the UK funding medical research into this type of injury and they’re on the brink of being able to apply therapies that will restore movement and feeling transforming the lives of those affected.
Rachel ran to raise money for Alzheimer’s Research UK. Just before Christmas 2016 her neighbour and close family friend passed away after suffering from dementia over the last 3 years. This disease is heart breaking not only for the person suffering but for family and friends who care for them. Rachel raised £2,134 and has continued to work with Alzheimer’s Research UK to raise more money to help develop better treatments as well as funding research into hopefully finding a cure in the future.
Richard ran the London Marathon in aid of the mental health organisation MIND and raised over £1700. There is a taboo around the subject of mental health so it rarely gets talked about, especially within males. After being personally effected, through friends and family, Richard decided it was about time he did something to raise money and awareness of these issues.
Rachel ran the Berlin Marathon in 2018 to help raise money for Alzheimer’s Research UK, beating her London Marathon finishing time with 3 Hours 50 minutes. In the last two years she has raised a combined total of £2,854 for Alzheimer’s Research UK which will go towards vital research to help improve the situation of those with Alzheimer’s, develop treatments and funding research into potential cures.
Here at Amicus we take recycling seriously. We are happy to pay a little more and go the extra mile to be as green as possible. In 2017 we saved the equivalent of 67 trees with our 100% recycling rate.
RAAM (Race Across America) is about 30% longer than the Tour de France but racers must complete the distance in roughly half that time. They must traverse 3,000 miles across 12 states and climb over 170,000 vertical feet. Racers have a maximum of nine days and ride 350-500 miles a day, racing non-stop. Amicus Wealth Director David Fry helped sponsor Team Abana, which is comprised of 4 team members, including a client of David and Amicus, Robert Bessinger. Team Abana completed the Race Across America in an impressive 7 days, 9 hours and 48 minutes raising nearly £150,000 for the world’s most vulnerable children.
Amicus Wealth’s Managing Director David Fry won Top Individual Adviser 2016 at the Intrinsic National Conference. David also won Top Individual Adviser in 2014/2015.
In 2017, Amicus Wealth was shortlisted for Wealth Manager of the Year at the 2017 Growth Investor Awards, which was sponsored by RAM Capital Partners. The awards recognise innovation and impact in SME investment in the UK, as well as celebrating forward thinking intermediaries who promote alternative investments and tax-advantaged venture capital schemes as part of their investment proposition.
In one of the most hotly contested award categories, Amicus Wealth made it onto the list of six finalists for the Wealth Manager of the Year prize at the 2018 Growth Investor Awards, sponsored by Kin Capital. This is the second year running Amicus has been a finalist.
Amicus Wealth finished as ‘One to Watch’ in the Wealth Manager of the Year category at the 2018 Growth Investor Awards sponsored by Kin Capital. Amicus competed against a group of five commendable nominees to claim the prestigious accolade, including eventual winner Barclays Wealth Management and runner-up UBS.
Guy Tolhurst, managing director of Intelligent Partnership, commented: “It’s very encouraging to see Amicus Wealth’s unfailing support for the first-time tax-efficient investors, as well as keeping abreast with the industry and legislative developments and its meticulous due diligence process.”
For the third year in a row, Amicus Wealth has beaten off tough competition to become a finalist in the Wealth Manager of the Year category of the fifth Growth Investor Awards, amongst other finalists such as Barclays and UBS. The Wealth Manager of the Year award celebrates companies that promote alternative investments. Judges look at how these companies optimise research and education, how they apply expertise to add value to their clients, and how they promote such investments as part of their portfolio.